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Portfolio (Quarterly) Guide ↗

HOME FEDERAL BANK OF TENNESSEE

· CIK 0001665446
13F Portfolio $463M AUM 176 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 48 Added 6 Reduced 3 Exited
Page 5 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WFC WELLS FARGO Financial Services 5,000.0 $413K 0.09% +2K +90.5% $82.64 +2.0%
82 COF CAPITAL ONE FINANCIAL CORP Financial Services 2,050.0 $411K 0.09% NEW $200.62 +8.4%
83 BK BANK OF NEW YORK MELLON CORP Financial Services 2,800.0 $405K 0.09% NEW $144.61 -1.9%
84 MET METLIFE INC Financial Services 4,690.0 $397K 0.09% NEW $84.61 +12.6%
85 TWIN CITIES FINANCIAL 3,471.0 $395K 0.09% -183.0 -5.0% $113.70
86 DVN DEVON ENERGY CORP Energy 9,000.0 $372K 0.08% +4K +83.7% $41.32 +14.3%
87 VUG VANGUARD 4,242.0 $365K 0.08% +4K +501.7% $86.14 +1.5%
88 C CITIGROUP INC Financial Services 2,597.0 $363K 0.08% $139.96 -5.0%
89 SOLS SOLSTICE ADVANCED MATERIALS INC Basic Materials 4,061.0 $360K 0.08% +115.0 +2.9% $88.60 -37.4%
90 SHEL ROYAL DUTCH SHELL PLC - ADR Energy 4,600.0 $357K 0.08% NEW $77.54 +19.2%
91 ETN EATON Industrials 810.0 $345K 0.07% NEW $426.12 -3.0%
92 NUE NUCOR CORP Basic Materials 1,500.0 $334K 0.07% NEW $222.75 +10.4%
93 VYM VANGUARD 2,087.0 $330K 0.07% $158.03 +4.3%
94 VLO VALERO ENERGY CORP Energy 1,224.0 $319K 0.07% +125.0 +11.4% $260.44 +32.7%
95 PNC PNC FINANCIAL SERVICES GROUP Financial Services 1,285.0 $316K 0.07% $246.22 -0.8%
96 GEV GE VERNOVA INC Utilities 256.0 $301K 0.07% NEW $1174.86 -19.8%
97 PM PHILIP MORRIS INTL INC Consumer Defensive 1,650.0 $299K 0.06% NEW $180.91 +6.5%
98 HPQ HP INC Technology 13,435.0 $295K 0.06% NEW $21.94 +33.2%
99 GOOGL ALPHABET INC Communication Services 820.0 $293K 0.06% $357.37 -3.0%
100 TGT TARGET CORP Consumer Defensive 2,202.0 $288K 0.06% NEW $130.61 +25.3%
Page 5 of 6  ·  114 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.6%
Technology 20.0%
Healthcare 18.3%
Industrials 13.1%
Consumer Defensive 7.9%
Energy 5.6%
Consumer Cyclical 3.8%
Utilities 2.6%
Basic Materials 1.4%
Communication Services 1.1%